it's the cheapest in the large cap universe on price to book basis absent bank of america, trading 8% of price to book. i think this is what you want to go into, things with definable catalysts, and when you have a stock rally, the financials participate in the history of markets. it's one you want to hold on. energy side, clearly, energy is not growing in terms of the demand in the u.s.. where it's growing is the rest of the world. >> right. >> we don't have any real opec or non-opec growth in terms of plux. who gets the call? the people who do offshore and deepwater drilling and down hole work. that's why you want to be there. >> global diversions here to some extent. all right, thank you very much, gentlemen, john stevenson and larry, have a great weekend. >> thank you, you too. >> thanks. >> leaders meeting with the president right now this very moment at the white house and the country and entire world watching because if we go off the cliff, markets around the globe could be affected. live to the white house with the very latest. david: taxes on dividends could be rising. chairm